HomeMy WebLinkAbout97-00773
I'E'I'ITION FOR I'ROIlATI-: Hlld GRANT (W I.KI'TERS
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KATlIllYN A, WEAVEll
No,
To:
LI',~IOI(' of
al,~o kllllll'lI (11
I(eglster of Wills I'm the
, /)/,('(,,,,,'11. Coullty of (:ul1lb~rJ.ul\.\L.~", In the
Sod,,/ Security No,lB026 67f! 7 commollweullh of Penllsylvlllllu
The petllloll of the undersiglled respectfully represents thnt:
Your petllioller(s), who is/life IK years of uge or older an the exeen!. or ,._ ....--- named
III the IUSI will of the above dCCl,dellt, dated, ,.ltll1l1.~ry JJ:!~, 1911-
and eodleil(s) duted ..._ ." .m" ,. . . n_" .. .-'-.--...---...,--------
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.______... .._______._.'m__.___.. . ._______...~,.__.__.__~._m__..._~__.
_,______._.._._. ..__n__"_______" ..________.,.___.. _____...____._.____. __..____._._...____r_~.~Pu__
(stule rl'lcvanl ChC"l1\'illllll':C'i, e.g. rCllllllchlliotl, d~tllh (.If executor I etc.)
Decendellt WllS domiciled lit dellth 11I....___..ClIl11"-~!.1at!.~-----....-....- County, Pennsylvania, with
It_~ last family or ~rinciPlll residence at____...___J_<!i,!'!lt;ke.r Stgtl.L.Carlisle. PA 17013
Bor~()L Car_!-,,-Le.,..,~..-.-,--~._.----_"'_--'
(\1~1 strect,'-Illllllht.'r and l1luncipalilY)
Decendent, then .._8_~,___ years of age, died ___no Au!!:ust 29 ,19 97
at__. ClIrll.~le,Cum~erland i;olill.t\'Ll'lL______,________ - '
Except as follows, decedent did not mllrry, WllS not divorced lInd did not have a child born or adopted
'after execution of the will offcred 1'0; pl'Obate; was not the victim of a killing and was never adjudleated
incornpetent: .-,------..----
Decendent at death owned property with estimated vaines as foilows:
(If domiciled in I'll,) ";'11 persollal property
(If not domiciled in Pa.) Personal property In Pennsylvllnill
(If not domiciled in Pa,) Personal property in County
Value of rcal estate III Pennsylvania
situated as follows: ___ 145 Parker St" Carlisle PA
$ ~~EQ.._Q..OO J!.L
$
$
$
130.000100
WHEREFORE, petitloner(s) respectfully
presented herewith alld the grant of Icllers
thcron,
request(s) the probate of the last will and codlcil(s)
testamentary
(te:itamclIlury; administratIon C,I,a.; administration d,h,n,c.t.a.)
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J"~F;)B~;;;~president/CEO
Financial Trust Services Company, Successor
to Farmers Trust ComnlllUC-__
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Richard I. Weaver
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 011 PENNSYLV ANIA '} ss
COUNTY 01<' ...J::1!~BERLAND "
The petltloner(s) above-named swear(s) or affirm(s) that the statements in the forcgoIng petition are
true and corrcctto the best of the knowiedge and beilef of petitloner(s) and that as personal represen.
tative(s) of the lIbove decedent petitloner(s) will well and truly ,minister the estate according to law,
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Sworn (0 or affirmed 1I11d Sl ser cd, t\1 _,. \ .11 ..!I~_ __ -- Vl
before me this c---,2,t!:1--, __" dav I' ~_.~.e "'F' .:..---,,-,"_,=-,,__:..esj(fenfTCEO Finll~i(jl Trust
~'" . R...J;:~- -T!7,) I ," __"servi,c_.es .co',,'m_SU~(~ssor--'Io Farm~s Trust Company
U)ry_U to--c. ).--~-,--- ~
C. LEWI... RegiS J_:.:~-.~:..... L _l~.L.::~~,IJ\ ~
/5 -J.Q3 -/2.. Richard T. Wellver
LAST WILL AND 'rES'l'AMEN'l' OF
KlI'1'IIR'iN A. WEAVER
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I, Kathryn A. Weaver, of the Borough of carlisle, cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament and revoke all wills and Codicils previously made by
me.
ITEM I: I direct that all my legally enforceable debts and
funeral expenses, including all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease as a part of t.he expense of the administration
of my estate.
ITEM II: I bequeat.h any automobiles or motor vehicles I may
own at my death, my personal effects, such household goods if any
as may be my individual property and not the property of my
husband or owned jointly by me with him, and other tangible
personal property of like nature (not including cash or
securities), together with any existing insurance thereon, to my
husband, Ray B, Weaver, providing he survives me by thirty (30)
days. Should my said husband predecease me or die on or before
the thirtieth day following my death, I bequeath such tangible
personal property and insurance thereon to my son, Richard I.
Weaver.
ITEM III: If my said husband survives me (and for the
purpose of this Item III, I direct that my said husband shall be
presumed to have survived me unless it appears unmistakably that
he predeceased me), I devise and bequeath to my Trustee
hereinafter named, IN TRUST, as a separate trust for his benefit
the least amount of assets that qualify for the marital deduction
as will be sufficient to reduce the Federal Estate tax to the
lowest possible figure after taking into account the unified
credit and all other credits and deductions available to my
estate for Federal Estate tax purposes. If the marital
deduction, or any similar benefit available under the Federal
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Estate tax law in effoct when I die, is allowable with respeot to
any property, including property held by the entireties, which my
said huuband has received prior to my death or at my death will
receive otherwise than pursuant to this Item Ill, the value of
such property shall be taken into consideration in calculating
the size of the Trust under this Item III, No assets nor
proceeds of any asset ineligible for the marital deduction, or
any similar benefit, and no assets nor proceeds of any asset with
respect to which any tax credit or deduction shall be available
because it shall be subject to both Federal Estate and Federal
Income taxes (except to the extent that such allocation is
necessar.y to reduce Feder.al Estate taxes in my estate) shall be
allocated to this Trust. My Trustee shall have the sole
disoretion to allocate and designate the cash, securities and
other property, including real estate and interests therein,
which constitute this Trust, Any property included in my estate
at the time of my death and allocated in kind in this Trust shall
be valued for that purpose at the value thereof as finally
determined for Federal Estate tax purposes; provided further,
that the aggregate fair market value of such property, including
cash, on the date or dates of allocation to this Trust, plus the
value as finally determined for Federal Estate tax purposes of
all other property qualifyi.ng for the marital deduction, shall
amount to no less than the value of the marital deduction as
finally determined for Federal Estate tax purposes. If any asset
which is allocated to this Trust shall be or become unproductive
of i.ncome consistent with .its value, my husband may require my
Trustee to make it productive or convert it within a reasonable
time to an asset which is clearly productive of income consistent
with its value. This Trust, as so set apart, shall be known as
"Trust A" and shall be held, administered and disposed of as
follows:
A.
commencing with the date of my death, my Trustee
of the income from "Trust A" in convenient
but not less frequently than quarter-annually, to
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shall pay all
installments,
my said husband during his lifetime. Until the exact amount of
"Trust A" is known, my Trustee shall advance to him not less
frequently than quarter-annually amounts equal to the estimated
income of "Trust A", and my Trustee shall have no liability for
the failure of my said husband to return to "Trust A" any portion
of such advances later determined to be in excess of the actual
income due him from "Trust A".
B. In addition, my said husband shall have the power
to direct my Trustee to pay to him or to expend for his benefit
so much of the principal of "Trust A" as he, in his sole
discretion, shall deem necessary or advisable. This power and
discretion may be exercised only by an instrument. in writing
signed by him and delivered to my Trustee. In the event that my
said husband sha 11 be incapable of exercising this power and
discretion, then my Trustee shall be fully authorized during his
HfetJme to pay t.o him or to expend for his benefl t so much of
the principal of "Trust A" as my Trustee shall deem necessary or
advisable from time to time for the support, health and medical
care, and maintenance in reasonable comfort of my said husband,
taking into consideration all other income and other resources
available to him for such purposes from all sources known t.o my
Trustee.
C. Upon the death of my said husband, my 'rrustee shall
first deduct and pay to the personal representative(s) of my said
husband's estate an amount equal to the increase in Federal and
state death taxes and any incleased administration expenses which
his estate will have to pay because of the inclusion of the
principal of "Trust A" in his estate for tax or administration
purposes, and the entire remaining principal of "Trust A" shall
be added to and become a part of my residuary estate passing
under Item IV hereof.
D. This Item III is intended to empower my personal
representative(s) to qualify "Trust A" for the qualified
terminable interest propert.y provision set forth in
Section 2056(b) (7) of the Internal Revenue Code, and my personal
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representative(s) are hereby directed to make the eleotion to
qualify if auch qualification will reduce the Federal Estate tax
in my estate. If any provision of my last Will ahall result in
depriving my estate of the benefits of section 2056(b)(7) of the
Internal Revenue Code, if elected, such provision is hereby
revoked, and my last Will shall be read as if any porticn thereof
which would result in such disqualification is null ~nd void,
~rEM IVI I devise and bequeath the residue of .y estate of
every nature and wherever situate to my Trustee her.einafter
named, IN 'rRUST, for the following uses and purposes. 'rhis
Trust, as so set apart, shall be known as "Trust B" and shall be
held, administered and disposed of as follows:
A. If my said husband shall survive me, then
commencing with the date of my death, my Trustee shall pay all of
the income from "Trust B" in convenient insta Ilments, but not
less frequently than quarter-annually, to my said husband during
his .LJ.~",cime.
B. ',1 addition, but only after the exhaustion of
"Trust A" created under Item III hereof, my Trustee shall be
fully authorized and .shall have the sole discretion during the
lifetime of my said husband to pay to him or to expend for his
benefit so much of the principal of "1'rust B" as my Trustee shall
deem necessary or advisable from time to time for the support,
health and medical care, and maintenance in reasonable comfort of
my said husband, taking into consideration all other income and
other resources available to him for. such purposes from all
sources known to my Trustee.
C. Upon the death of my said husband, or upon my death
if he predeceases me, "Trust B" shall terminate, and the then
remaining principal and any accrued or undistributed income
therefrom shall be paid over, conveyed and distributed,
discharged of the trust, to my said son or his then living issue,
per stirpes,
ITEM VI Should any person entitled to a share of my estate
not have atta ined the age of twenty-one (21) years at the time of
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distribution to him or her, the share of each such person shall
be retained by my Trustee, IN SEPARATE TRUST, to hold, manage,
invest and reinvest the share so retained and the accumulation of
income thereon, and to use and apply the income and principal or
so much thereof as, in the sole discretion of my Trustee, may be
necessary or appropriate for such beneficiary's support, health
and medical care, and education (including college education),
until each such beneficiary, in turn, attains the age of twenty-
one (21) years, at which time the then remaining balance of the
principal and accumulated income of each such beneficiary's share
shall be paid over, transferred, conveyed and distributed to him
or to her, discharged of the trust. If such beneficiary dies
before attaining the age of twenty-one (21) years, such share
shall be distributed to his or her personal representative(s),
discharged of the trust.
ITEM VII The following paragraph D shall apply to the
Trusts created under Items III, IV and V hereof, and the
following Paragraphs A, Band C shall apply to the ,!'rusts created
under Items IV and V hereof:
A. In case the incom~ or any discretionary payments of
principal become payable to a minor, or to a person under legal
disability or to a person not adjudicated incompetent, but who,
by reason of illness or mental or physical disability, is in the
opinion of my Trustee unable properly to administer such amounts,
then such amounts shall be paid out by my Trustee in such of the
following ways as my Trustee shall deem best:
(1) Directly to such beneficiary;
(2) To the legally appointed guardian or trustee
of such beneficiary;
(3) To some relative or friend for the support,
health and medical care, and education of
such beneficiary; or
(4) By my Trustee, using such amounts directly
for such beneficiary's support, health and
medical care, and education.
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B. No beneficial interest under the Trusts, whether in
income or principal, shall be subject to anticipation,
assignment, plodge, sale or transfer in any manner, nor shall any
beneficiary have the power to anticipate, encumber or charge such
interest, nor shall such interest, while in the possession of my
Trustee, be liable for or subject to the debts, contracts,
obligations, liabilities or torts of any beneficiary.
c. Any income, accrued or undi.stributed at the
termination of any estate or interest, shall be paid by my
Trustee as income to the persons enti.tled to the next successive
interest in the same proportions in which they take such
interest.
D. For convenience of administration and investment
and insofar as may be practicable, my Trustee is authorized to
hold the several Trusts as a common fund, divi.di.ng the i.ncome
proportionately among them, and to make joi.nt i.nvestments of the
funds belongi.ng to my Trustee. For such purposes and insofar as
may be practi.cable, my Trustee may consolidate any separate Trust
with any other trust or trusts creat.ed by me or any member of my
family by will or agreement, and may hold, admini.ster and invest
the several trusts as one or more common fund or funds and make
joint or several distributions of income and principal thereof,
whichever my Trustee shall deem advisable.
ITEM VII: All Federal, state and other death taxes payable
because of my death, with respect to tile property forming my
gross estate for tax purposes, whether passing under this Will or
otherwise, includi.ng any interest or per.alty i.mposed in
connecti.on with such taxes, but not including any assets taxable
in my estate for Federal Estate tax purposes under Sections 2044
and 2056(b)(7) of the Internal Revenue Code, shall be considered
a part of the expense of the administration of my estate and
shall be paid out of the principal of my residuary estate under
Item IV hereof without apportionment or right of reimbursement;
provided that any taxes and increased administrati.on expenses in
my estate on any portion of the marital deduct,',n trust created
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under Item III of my said husband's Will dated January /(.. , 1991,
of which Farmare Truet company, of Carlisle, Pennsylvania, is
Trustee, shall be paid from the assets of that trust as providyd
therein.
ITEM VIlli All fiduciaries acting under this Will, whether
or not named herein, shall have the following powers in addition
to those vested in them by the common law, by statute or by the
other provisions hereof, all of which shall be exercised in a
fio.uciary capacity, primarily in the interests of the
beneficiaries, applicable to all property, including property
held for minors, whether principal or income, exercisable without
court approval and effective until actual distribution of all
property:
A. To retain and to hold any securities or other
property, real, personal or mixed, including stock of my Trustee
or an affiliate, received from my estate without regard to any
principle of diversification or risk.
B. To invest and reinvest in all forms of property,
including stocks, bonds, funds and other securities, whether
operated by my Trustee, an affiliate or others, without
restriction to investments authorized for Pennsylvania
fiduciaries, as they shall deem proper without regard to any
principle of diversification or risk.
C. To sell at public or private sale, to exchange, or
to lease for any period of time any real or personal property,
and to give options for sales, exchanges or leases fer such
prices and upon such terms and conditions as they shall deem
proper.
D. To hold property in the name of any of the Trusts
created hereunder, or in the name of my Trustee without
designation of any fiduciary capacity, or in the name of a
nominee or unregistered.
E. To allocate receipts and expenses to principal or
income, or partly to each, as they from time to time, in their
sole discretion, shall think proper; but in no event shall the
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int:ome of the marital deduction trust be reduced by the exeroise
of this power.
F. To vote in person or by proxy all securities, and
to become a party to any stookholders' agreements deemed
advisable by them in connection with such securities.
G. To borrow money from any person or institution,
including my Trustee or affiliate, upon their bond or promissory
note, and to secure the repayment thereof by mortgaging, creating
a security interest in, pledging or otherwise encumbering any or
all real or personal property as they, in their sole discretion,
shall choose without regard to the dispositive provisions of this
Will; except that no property allocated to the marital deduction
trust shall be so mortgaged, pledged or encumbered.
H. To make any divisions or distributions required
hereunder, wholly or in part, in kind or in cash, and to make
non-pro rata distributions of assets in kind.
I. To exeroise any election or privilege given by the
Federal tax and other tax laws, including without limiting the
foregoing, the joinder with my said husband in filing income tax
returns, the election of the alternate valuation for Federal
Estate tax purposes, the election to claim items of deduction for
estate tax or for income tax purposes, and to make or not to make
equitable adjustments or apportionments for the exercise or
nonexercise of any such election or privilege.
J. To compromise any claim or controversy.
ITE~ rXI I appoint Farmers Trust Company, of carlisle,
pennsylvania, Trustee of the Trusts created under Items III, IV
and V hereof. A successor corporate banking trustee may be
appointed by my said husband as he, in his sole discretion, shall
deem necessary or advisable, and after his death, by any court
having jurisdiction over the Trusts created hereunder. Any
successor trustee thus appointed, or if my Trustee shall merge
with or be consolidated with another corporate fiduciary, such
corporate fiduciary shall succeed to all the duties and all the
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powers, including discretionary powers, herein granted to my
Trustee.
ITEM XI I appoint my said husband and Farmers Trust
Company, of carlisle, Pennsylvania, Executors of this my last
will. Should my said husband fail to qualify or cease to act as
Executor, I appoint my said son, Richard I. Weaver, Co-Executor
of this my last Will.
ITEM XII My Trustee and Executors shall be entitled to
compensation for the performance of their respective services
hereunder in accordance with their standard schedule of fees in
effect from time to time during the period over which their
services are performed.
ITEM XIII I direct that all fiduciaries acting under this
Will, whether or not named herein, shall not be required to give
bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal,
this It'fie day of January, 1991.
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The preceding instrument, consisting of this and eight (8)
other typewritten pages, each identified by the signature of the
Testatrix, was on the date thereof, signed, published and
declared by Kathryn A. Weaver, the Testatrix therein named as and
for her last Will, in the presence of us, who, at her request" in
her presence and in the presence of each other, have subscribed
our names as witnesses hereto. . V,::J :'- /)
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,'Jrlt.ernal Revenue Service
District Director
Department ot: the Treasux'y
Date, April 13, 1999
Estate of:
Kathryn A. Weaver
Decedent's Social Security
Number:
180-26-6767
Date of Death:
August 29, 1997
Person to Contact:
Janis Brodie ID #23-02189
Contact Telephone Number:
861-1212 ext. 152
Jane F. Burke, Esquire
Financial Trust Services Co.
One West High Street
Carlisle, PA 17103
Estate Tax Closing Letter (This is not a bill for tux due)
Our computation of the Federal tax liability for the above estate is
shown below. It does not include any interest or late payment
penalties that may be charged. Other penalties have been considered
in the computation of net estate tax below. You should keep a copy
of this letter as a permanent record because your attorney may need
it to close the probate proceedings for the estate. This letter is
evidence that the Federal tax return for the estate has either been
accepted as filed, or has been accepted after an adjustment that you
agreed to.
This is not a formal closing agreement under section 7121 of the
Internal Revenue Code. We will not reopen this case, however, unless
Revenue Procedure 94-68, reproduced on the back of this letter,
applies.
If you have any questions, please contact the person whose name and
telephone number are shown above. Thank you for your cooperation.
Sincerely yours,
bd~~
/bg
Deborah S. Reilly
District Director
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Tentative tax.....,......,."...,.....".,...,....$
Less: Aggregate gift taxes payable
(for gifts made after 12/31/76)$.....$
Unified credit........................$ 192,800.00
Credit for State death taxes..........$ 173,887.00
Credit for Federal gift taxes
(on gifts prior to 1/1/77) ...........$
Credit for foreign death taxes........$
Credit for tax on prior transfers.....$
Total subtractions................................$
Net estate tax.................................... $
Generation -skipping transfer tax.......... . '" . . . $
Penalties, if any.................................$
1, 570 , 09,2 . 00
366,687.00
1,203,405.00
600 Arch St., Philadelphia, PA 19106
Letter 627 (DO)
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PRINCIPAL DISTRIBl,ITIONS TO BENEFICIARIES
10/24/97 Richard I. Woaver, personal property as appraised
11/18/97 Richard I. Weaver, joint checking Account #443875. Financial Trust Company
Richard I. Weaver, dlstrlbullon of TUWA Ray A. Weaver
$
Total Principal Distributions
.$
CAPITAL. CHANGES
Texaco Inc.
$
300 shs. Inventoried at
9/30/97 300 ~ 2 for 1 Stock Split
600 shs.
6/1/98 600 sh~ Sold
o
Amerltech Coru
300 shs. Inventoried at
1/27/98 300 shs. 2 for 1 Stock Spilt
600 shs,
7,115.00
10,889,37
790,508.38
808,492.75
34,708.25
0.00
34,706,25
34,706.25
0,00
$ 18,828.13
0.00
$ 18,628.13
$ 18,510.75
0.00
18,510,75
18,510.75
0,00
SSC Communications. Inc.
342 shs. Inventoried at
3/20/98 342 shs. 2 for 1 Stock Split
684 shs.
6/1/98 684 shs~ Sold
o
Lucent Technoloales. Inc.
500 shs, Inventoried at
4/3/98 500 shs. 2 for 1 Stock Split
1000 shs. .
418;99 1000 shs. 2 for 1 Stock Split
2000 shs,
$
Abbott Laboratories
4000 shs. Inventoried at
612198 2000 shs. Sold
2000 shs,
612198 2000 shs. 2 for 1 Stock Split
4000 shs.
5110199 1000,~, Sold
3000 shs.
-===
Merck & Comoanv. Inc.
1000 shs. Inventoried at
2123199 1 000 shs~ 2 for 1 Slack Split
2000 shs.
5110199 500 shs. Sold
1500 shs,
~7~
$
39,156.25
0.00
39,156.25
0.00
39,156.25
$
241,250.00
, 120,625.00
120,625,00
0.00
120,621;":00
30,156.25
90,468.75
$
$
92,437.50
0.00
92,437.50
23,109.38
69,328.12
$
CAPITAL CHANGES Icontlnuedl
Xerox OorD,
500 shs. Inventoried at $ 38,015,63
2/26/99 500 shs, 2 for 1 Stoak Split 0,00
1000 shs. -$ 38,015,63
-
AT&T COrD.
800 shs. Inventoried at $ 31,300.00
4/20/99 400~ 3 for 2 Stoak Split 0.00
1200 shs. $ 31,300.00
~E RECEIPTS
10/28/97 Interest, Commonwealth of PA 4,50% 4-15,99 $ 143.75
11/24/97 Interest, PA State University 4.40% 8-15.97 770.00
12/29/98 PA State Inoorne Tax refund 903.97
Interest, Federated PA Munl Fund 10.2-97 to 6-2.98 7,013,35
Interest, Columbia Bora School District 4.40% 9.1.02; 9.30.97 to 6.1.98 1,656.11
Dividends, Keystone Financial, Inc. 10.22.97 to 4.21.99 9,204.48
Dividends, J.P. Morgan Co, 10.~7.97 to 4,15.99 2,664,00
Dividends, Xerox Corp. 10.27.97 to 7-1-99 1,440.00
Dividends, CoreStates Financial Corp. 10.27.97 to 3-16.98 2,940.00
Dividends, Kerr McGee Corp 10.27.97 to 4-1-98 810,00
Dividends, Merch & Co., Inc. 10-27-97 to 7.1.99 3,825,00
Dividends, General Electric Co. 10-28-97 to 5-10.99 4,702.00
Dividends, Doere & Co. 11.4-97 to 5-1-98 384,00
Dividends, Bell Atlantic Corp. 11.4-97 to 5.1-98 353.89
Dividends, Amerltech Corp. 11.4-97 to 5.3.99 1,270,50
Dividends, AT&T Corp, 11-4.97 to 5.3.97 1,848,00
Dividends, US West Communications Group 11.4.97 to 5.1.98 321.00
Dividends, SBC Communications, Inc, 11.4-97 to 5-1.98 465,99
Dividends, Abbott Laboratories 11.17.97 to 5.10.99 5,840.00
Interest, Penn Manor School Dlst. 4,20% 6.1-01; 12-1-97 to 6-1.98 1,586.67
Dividends, Lucent Technologies, Inc. 12.2.97 to 6.1.99 275,00
Dividends, Sun Co. 12.10.97106.11-98 123.75
Dividends, PPG Industries 12.12-97 to 6-11.99 3,560.00
Dividends, E.!. DuPont del~emours & Co. 12-15,97 to 6.14.99 3,850,00
Dividends, Honeywell, Inc. 12.15.97 to 6.14.99 1,592.00
Dividends. Texaco, Inc. 12-17.97 to 6.10.98 810,00
Interest, Falrvlew Twp. Auth. 5.60% 11.1.98; 12.26.97 to 6-1.98 1,053.89
Interest. Dover Area School Dlsl. 4.40% 7-15-00; 1,15.98 to 6.1.98 834,17
Interest, PA State Ref. 8. Project 4.50% 4.15.99; 4.15.98 to 6.1.98 706.25
Dividends, First Union Corp. 6,15-98 to 6.15.99 4,758,80
Interest, Money Market Funds 9.30.97 to 7-1.99 9,594.17
Total Income Receipts $ 75,300,74
INCOME DISBURSEMENTS
12/22i97 PP&I., service $ 40.09
Financial Trust Services Co" Income commission 3,835.21
Total Income Disbursements $ 3,875.30
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SIGNATtJREQFPERSONRESPONSIBLEI'ORFILINGREilJRN AllORESS ili:'\k II.,' I":,) .. " " f r. fJi'l :)').(1 DATE ,
"I~\< L~.,.J J I,U,~~\ ('", li I ' (Ii\l~ll'i\l '/\. ' ",0, 'II>
:1 JIGNA'TURE Of' PREPARER OTHER THAN REPRESENTATIVE AOOR~ S \ II' \ 1 DATE
COIotMO_SYlVANIA
llEPARTlIENT Of RSVliHue
OEPl2eOIQ1
.
15 - ;:)OJ -I ,:L (...
-----nmr.wuSiiiir---.--n--.
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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PAT! OflQfATH
WEAVER
socw SlCliAlTYtUWR
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""-
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TIlIIIlElU... UT. fUll.. DUPUCATI WIllI TIll
REGISTER OF MUS
8 0 .2 6 - 6 7 6 71;' 8 (;'9 I, ~'~ q,;
(f -'Pt'l1CJ.aE:) SI.JRVNV<<) SPOU$E'S No'ME (lAST, RRST, w:J IoIOOtE HTW.I socw. SfQJRfTY"""
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1X!1.0/1glnalRailJm 02.supt>ilmen1llRotIlm 0 3,R__R.....I___""'.'I.t~
o 4. Umillld E51lI11 0 4t, FuilJII In_Comp/omlIII_d_*'I.Il-lll fil 5. FIdtfaI e.ttlt T..R..... RequItd
IX! 6. _101ad Testalll'_"'''Ml [XI 7. OecedenlMalnlalnadaLMng Trust__"TMOI _ 6, TolIINumblrolStll1lepotll1louo
o 9. UllgallonProcetdsRllCIiYed 0 10, SpotlUIflolItrtyCIIlIII____'~)1-t1"".t'lIl 0 11. EldonataxundllStc. 9113(.\)_50101
THIS seCTION MUST BE COIIPl.E1l!D.~CORRUPONDi!NCIr~ COI~TAlIItlPOlUIATlOIl'1tIOUI.D II 1JllIlII.... I'ID TO:
NME ... CCWlET( MMJNG Al)()MSS
Jane F. Burke "
FIRM N.WE (If....'
Financial T liS
lElfPl<(YE ........
President/CEO
One West High Street
Se e Co
POBox 220
"
z
o
~
::::l
l::
~
(,)
ll!
1. RealE_(_IIA)
2. S_ and Bonds ISdlodull ~)
3. CIooeIy HaId CorI><nIlon,Pannanltlp Of SoII-P"'!IIIIDsltIp
4. Monlages & No'" Rll<8ivIbIO (SChIldull 01
5. CIIh. aank Oepoello & _noous PenonaI pmporty
lSd1edult E)
6. JoInl/y Owned Property (Sdledull F)
7, In\IT.V"", T"nsfers & MbcoIlaneous Non-!'robaII PIOI*lY
ISdledu~ G or L)
8. TotalGlOuAumIIo1alLJnas1.7)
9. Ful1l!Bl Ex_ & AdmlnmtNe COOlS (Schadulo HI
10, DobIS 01 0_ MMi/age Llablli1les, & LIIns ISchadult I)
11, Total Otductlol1lltolal Unet 9 & 10)
. . ,. , -. -~'--'..'.oFf-tiAI.. l:l..q:-l.'ii'l
Ill\' . . :' 1 0 '2 .~ 9 . 00' 6 ~ .~J 1-
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12. HIl VII... o' EItItIILito 8 minus Lilli 11)
13. Chalitablland GOYllm_1aJ BequllS1SlSec9113 Trusts Iorwtllcll an_1D tax h.. not been
madllScIledulo J)
(12)
<"";,.,,,
(13)
2 . 8
!~:'"" ,!,'....,
14. HIl V.lue Subjoct 10 T.. (lJnI12 minus line 13)
15, Amotlnl of line 14 taxable
allhe """""I tax ,,'" t '.-
S..instnJcllonson_sidelor~~pen:tn., ,".....
16. Amount of line 14 tuabll .
aI6"'''''' ...'
.7. Amotlnl 0' Nnt 14 taxable
a115"'raIO
(14)
2 ,; 8
9 J~),2: 9
. 0
,
'; 4 6
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.
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(15)
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.06
(16)
0 I 8 9 7 , .~ '.'2. .? . 4 6
.
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p',,-, ,
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i 1 7 3 I 8 3 3 ~ 7 7
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x
15
(17)
(18)
Decedent', Com 'ete Addrell:
ijTRl!E1 .IlXlRF.SS
145 PArker Street
CITY
CarHHle
~rE
l'A
InPl7013
Tax Payments and C,..dlts:
1, TIll Ou. (PlIglIl Una 18)
2. ClldllllPayl11lnll
A, Sjloosll povllty Cred~
8. Prier Payments
C, Discount
(1)
I7l.All.77
I SO. 000. DO
7.H~L
Total Credits ( A + B . C ) (2)
157,894.74
3, InterestJPenalty ~ appIlcabla
D.lnlerest
e. Penalty
TotaIlntlllltWll1alty ( 0 . e ) (3) .00
4. ff lIna 21s greater th8l111na I . Ilna 3, 81,ler Iha dlllerence. This Is the OveRP~ YMENT.
ChlCll boll on PIg. 1 Lln.l. to raqUlt1. IWfund (4)
5. tlllna 1 + line 31. greatar Ih8l111ne 2, enlllllhe dlffalenca. This Is the TAX DUE. (5) 15 .939 .03
A. Ental the Interest on Ihe lax due. (SA)
8. Ental the 100aI 01 Une 5 + SA. This Islha B~LANCE DUE. (58) 15 . 939 .03
Make Check Parable to: REGISTER OF WILLS, AGENT
_ . I J vi ..
PLEASE ~NSWER THE FOLLOI."!ING QUESTIONS
BY PLACING AN "X. IN THE ~PPROPRIATE BLOCKS
1. Old decedent meke a transfer and: Yet No
.. r.taln the use or Inco~18 of the property transferred; ....,............,..........,..,............,......,......... 0 ID
b, retain the right to dl'lslgnate who shall use the property tranaferred pr Its income; ..,......,...... 0 ID
c. retain a reversionary Intereat; or........................,..........,..............,..........,...........,................... 0 []
d. receive the promise for IlIe of either payments, beneftts or care?..,....,..........,...........,......... 0 []
2, If deeth occurred on or before December 12, 1982, did decedent within two yeers
preceding death transfer property without receiVing adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one yelr of death without
receiving adequate conllderaUon? ..,......,..............................,.........,........,..............,............,...... 0 [J
3, Old decedent own In 'In trult for' or plyable upon death bank account or security
at hll or her death?...........................,...............................,.............,.... .........,....,.............,.......... 0 []
... Old decedent own an Indlvlduel retirement account, annuity, or other non-problte property? ....0 []
IF THE ANSWER TO ~NY OF THE ~BOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G ~ND FILE IT ~S PART OF THI!! RETURN
-.1_ I I I
72 P.S. 19118 (a) (1,1) (I) provided for thl reduction of the tax rate Imposed on the net vllul of tranlferllo or for the u.. of l/1e
IUrvivlng lpoull from 8'" to 3% for dltea of death on or after July 1, 19904 and before Jlnulry 1, 1995,
72 P,S. 19118 (a) (1.1) (1I) provided for the reduction of the rate impoled on the nftt vllue of tranlfers to or for the u.. of th. aurvlvtng
lPOU" from 3'10 10 0% for detea of death on or after January 1, 1995. The statute doea not exempt a trenlfer to a lurvlvlng epou..
from lelC. and the statutory requlrementl for disclosure of alsets and flling a tax retum are stili applicable even II the lurvlvlng IPOUH
lithe only beneflclary.
FOR DATES OF DEATH ON OR ~f'TER J~NUARY 1, 1995 - Please answer the following qU8lUon by placing an 'x" In the
appropriate Ipaca.
Old the dec.dlnt crel. I tru.t or similar Imng.mant which Ie lollly for the surviving spolltle'l ben.flt for hll or her entire
lIr.tlm.? Y.s 0 No [Xl
If you answered \'es to the above question, Iha lax on the trust or similar arrangement is postponed until the death of the second
lpoUII. at which lime it will be fully taxable at the rate(s) applicable to the remelnder beneftclary(lel). Enter the value of the tNel on
Schedule J. Part II, in order 10 remove It from the ca1culltlon of the tax due In thll 8Itate. You may with to ffle Schedule 0 In O/daf to
mike the election available under Section 9113. If the election Is made, the trult or similar amngementll lelCed In the estal. of th.
ftrst decedent spouse, the portion of the trust or similar arrangement which beneftts the surviving spou" II taxlld at the zero tax rat..
and the remainder Is taxed at the rate(s) applicable to the remainder beneftclary(III). If you choola to meke the eleCllon, YCIU mull
attech Schedule 0 to a timely-flied tax return, along with Schedule(s) K and/or M In order to show the apportionment of the trult or
Ilmll8r arrangement between the surviving spouse and the remainder beneftcilry(III).
""'.,......IJ.I~.
COMl.lONWEALTH Of I't:NNSVLVANIA
INHERITANCE TAX RETURN
T
I
I
i
'1
I
I
I
SCHEDULE B
STOCKS & BONDS
ESTATE OF
KATHRYN A. WEAVER
AM properly jolntlyoOwntd wItIl rlahl 01 IUl'/lvOllhlp '""It be dllcloltd O~ 8chtdule F,
ITEM
NUMBER DESCRIPTION
43.
44.
45.
46.
47.
48.
49,
50.
51.
52.
53.
54.
55.
56.
57.
58.
59.
60.
61.
62.
63.
64.
Trust A under Will Ray A. Weaver:
300 shs Bell Atlalltic
600 shs Bell South
400 shs Bristol-Myers Squibb
200 shs Darden Restaurants
200 shs General Mills
750 shs H. J. Heinz
800 shs Johnson & Johnson
1000 shs Monsanto Co.
400 shs I P Morgan
300 shs Texaco
200 shs {) S West Communicatiolls
200 shs lJ S West Media Group
50M par Coatesville Sehool DistricI4.1O% 10-1.98
50M par Columbia Scbool District 4.40% 3-1.02
25M par Fairview Twp. Sewer Authority 5.60%
50M par Fleetwood Area Scbool District 4.5% 4-1.00
50M par Pen Argyl School District 4.60% 9-1.01
50M par PA State General Obligation 5.70% 11.15.04
25M par Sharon PA Geneml Obligation 4.10% 11,1.97
50M par Wallenpaupack Area School 4.50$ 10-1.99
Principal Cash
Income Cash
FII.E HUMBER
21 97 0773
TOTAL (Also enter Oflllne 2, Recapltulallon) .
(1I1l1OI8 space Is needed, Insert addlllonal shaal& of the same size)
VALUE AT DATE
OF DEATH
21,909.38
26,381.25
30,412.50
2,031.25
12,893.75
31,101.56
45,400.00
43.875.00
43,275.00
34,706,25
7,193.75
4,018.75
. 50,105.00
50,110.00
25,467.50
50,300.00
50.675.00
51,990.00
25,015,00
50,100,00
90,930.47
4261697
2,699.049.79
Kathryn A. We~r
IAU ~_ I.'" _ .... wi'" 1100 '''h' .1 ,...I_hl~ ..... Ito .1........ .. '.......10 "
ITlM i
NUM,IR I
1. \
2. I
.t\l.I'OIthIUI1
J:J.,~
...~
SCHEDULE E
CASH, BANK DEPO~"lS AND
MISCELLANEOUS
PERSONAL PROPERTY
Pllal. Print or l I
co,,",oNWIAIIH 0' PlNNSVWCN14
INHOnAHeI lAX IIIVIN
1II10lNI OlelOSHI
DESCRIPTION
VAWI AT
DATI OP DIATH
13,159.64
104.93
148,467.42
676.74
35,000.00
476.07
7,115.00
240.00
28.66
3.
4.
5.
6.
7.
8.
9.
Principal Cash Trust under Agreement Kathryn A. Weaver
Interest to date of death Federated PA Municipal Money
Market Fund
Income Cash Trust under Agreement Kathryn A. Weaver
Interest to date of death Temp Fund Money Market Fund
Proceeds 35M par PA State University Bond 4.40% 8-15-97
Capital Blue Cross, refunds
Personal Property, as appraised
Premium refund Auto Insurance
Refund, TV Cable
1
I
I
I
i
I
!
\
,
TOTAL 1,1.110 ontor on II no S, Rlcapltulotlonl S
205,268.46
IAnach Clddillonal8Y11t )( lilt 1~lIttt II mo" .,.oc_ i. "ttCleO.1
....'."'.,''''.
COl&tONl'tl!AL TIt 01' ~HNSYLVANIA
INHERITANCE TAX IlETURN
SCHEDULE F
JOINTL Y.OWNED PROPERTY
fILE NUIl8ER
21 97 0773
RElATIONSHIP TO OliCEOEHT
Son
JOINTLy.oWNED PROPERTY;
llimR DATE DBSCRI'TION OF PROPE--;rrr- ~OF CATE OF DEATH
ITEM FOR JOINT IlACE 1__oIftnandall..llI/IOlInlbaok""""ntn"-""nUldOnlifyinl!n..,...,.- CATll OF OEATH ceCO'S VALUE OF
NUNlER TENANT JOlNT _for ./I4Idrul_. VALUE OF ASSET INTEREST OECEDENT'S INTEREST
1. A. -1-67 Checking Account 443875 Financial Trust o. 21,738.73 50% 10,869.37
ESTATE OF
Kathryn A. Weaver
Win _ _ made joint wiItlln OM ytII of tht dIcodtnfk dMll of d...... ~ must be 11lIO!\IId on 8cllodulo 0,
SURl/MHO JOINT TENANT(S) NAME
AOORESS
A. Richard I. Weaver
505 Glenn Street
Shippensburg, PA 17257
e.
c.
TOTAL (Also entel on lint e, Rec;apt1J11lion) ,
(If mDf\l space Is needed, In"" addltk>n81 sneett oIltle same sIZe)
10,869.37
," \.
CQMMONWIALTH QF 'INNSYLVANIA
COUNTY 0' CUM.IIlLAND
t
J
III
____,___.______~_~ ..___~,,~.~ ____~.._~_____.__~__.n~.___._..__~_._"_........._,...._.__.~__.___ ._....~_.._.n___.4
boln9 duly ~~_,__..~,.._m.._. occordln9 10 low, do~o... and .oy. th.1 h. ___,_,__-,..~.____,_,_~__e-
_,.,.,_ ._.___ _~,___,__" .._......_,'... _" .._,____~'_ 01 tho e.hto 01 ---. ' .--
lot. 01 ___., . .-~...-----_.._, Cumborlond County, Po., d.c....d .nd that tho
within I. on Inventory modo by,.., .... .... ___ ..__ "_"'--"'___ -.. ..-----. tho said
01 tho .nllr. OIlot. 01 .oid d.codonl, con.lstln9 01 alllh. p.r.onal prop.rty and roal ..ht., exc.pt r..1 utot. ouhld.
tho Commonwealth 01 Penn.ylvonla, and that tho li9urol oppollte etch Itom 01 tho Inventory r.pr...nt It'. lair v.lu.
as 01 tho date 01 decedont'l d.ath.
.., '" ',,,Ib., bof... .', \
h.cutor . Admlnl,.,.t.,
19_
Add,...
Oat. 01 Death
DIY
Month
v,.,
INSTIlUCTIONS
I. An Inventory mu.t bo IlIed within throe month. aller ap~ointment 01 porsonal r.pr...nhtlv..
2. A .uppl.ment inventory must be IlIed within thirty day. 01 discovery of addltlon.1 ....h.
3. Addltlon.1 .heets may be attauhod a. to personalty or rully
4. Se. Article IV, FlduclarlOl Act 011949.
" i
8 ~ rl
l/I
~ 'rl ;
~ rl ~
M ... ~ .. .
e. '"
..... ~ w la "" u Q III . ;-
0 :t .
... .I ... ~
I- -' LL 'H
..... ~ 0 .ti 0 Do
'" LL ~ ~
W 0 ~l ~ f
.... > 0::
N Z 0 ;l .
Q 0 .
- III ~ ~i .. 0
0 ffi 0 0 ...
Z ... ~I ,q ."
.
.
I '0 "Ii
I .A ." ...
.. J J
1; .
-' Ii:
Inven/ory of /h
e real ana Personal estate Of
------------ KI\/I/J('I'N 1\ WI'A I,
. . "I YI!/(
--'~ ------- .."....
"""'.....'" ~
"" '" .'/1,,, "....., '"/I,,,,,, ~~
"'''*",,~ ""P~' '... "'/I~'4 ,;r''''' II.,." ~__
''''.. "", .. . '",." .. .
25,0105, 0
SO,IOo, 0
90,9.10, 7
~
08-31-1998
WEAVER
08-29-1997
21 97-0773
CUMBERI.AND
101
[=~--A.;;untiiHjHad --=']
. -=..==---===..:;..".-==-=>
---_...~--~_.-.._-
MAKE CHECK PAYAILE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ..
iiiV:i547"iic""AFi.--c09":97riliificE""l:i;"iiiiiiififiiNCE"TAX"iiPPRA-iiiiiiilT~"-Ai:.l"ciiiA;icE"(fli"-'---""'-------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
KATHRYN A FILE NO. 21 97-0773 ACN 101
(j ,)() 3 ''/..;,
.UREAU Of INDIVIDUAL TAMES
INHENIUHCr TAlC IIlYISIUH
CfJ'T, llU60 1
tlA,"USIIJRO, PA H126-06DI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of IHHERITANCE TAM
APPRAISE"ENI. AllUWANCE OR DISAllOlfANCE
Of DEDUCTIONS AND ASSESSNENT Of TAM
JANE F BURKE
ONE W HIGH ST
POBOX 220
CARLISLE
DATE
ISTATI OF
DATE OF DEATH
FILE NUMIER
COUNTY
ACN
PA 17013
ESTATE OF WEAVER
TAM RETURN WAS, (X) ACCEPTED AS fILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN lASED CNI ORIGINAL RETURN
1. Raal Eatata ISohedula AI
2. Stecka and .ond. (Sohedula .1
3, Cloaaly Hold Stock/Partnar.hlp Intara.t ISohadula C)
4. Hertgaga./Not.. Raoalvobla ISohadul' DI
S. C..h/lank Depoalt.l"llc. Paraonal Property CSch.dule E)
6, Jointly Owned Proparty ISohadula F)
7. Tran.flra (Schedule 0)
a. Total b.ats
UI
(2)
131
(4)
151
16)
(7)
102.900.00
2.699.049.79
.00
.00
205.268.46
10.869.37
,00
laJ
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral EKpen.../Ad.. Coata/Hilc. E~p'n'.. (Schedule H.
10. Dabt./Hartgaga Llabllltla./Llan. ISohadula II
11. Total Deduotlon.
12. Hat Value of Tax Raturn
15. Charitable/GovernMental a.qUI.ts; Non-elected ~115 Trusts
14, Hat Value of Eotata SubJaot to Tax
<4:
.
Uy,IIH IX ." mom
KATHRVN
A
DATE 08-31-1998
HOTE: To in.ure proper
oredit to your eccount,
oubMIt the uppar portion
of thh forll with your
"a)( p.y...ni:.
3,018.087.62
I9I_~:805.55
UOI 15.052.61
(11) _ l?D.AI'iA 16
(12) 2.897,229.46
(13) .00
(141 2.897.229.46
If .n ........nt w.. i.sued previou.ly, lin.. 14, lS .nd/or 16, 17 .nd 18 will
r.fl.ct figure. that includo the tot.l of ~ return. .......d to d.t..
ASSESSMENT OF TAXI
IS. AMount of Line 14 .t Spou.al rata
16, AlICunt of Una 14 taxabla at lI"aal/Cla.. A rata
17. AMOUnt of Line 14 taxabla at CollataraI/Cla.. B rata
la. Prlnolpal Tax Dua
CSchedul. J)
NOTE I
(151 ,00 M .00.
(16) 2,897,229.46 M .06.
(17)-- ,00 ~ ,15.
lIa)
TAX CREDITS I
PAVNENT
DATE
11-26-1997
05-29-1998
RECEIPT
MUNBER
AA242504
AA270147
DISCOUNT I. I
INTERESTIPEN PAID I-I
7,89(.,74
.00
ANOUNT PAID
150,000,00
15.939.03
TOTAL TAX CREDIT
IALANCE OF TAX DUE
INTEREST AND PEN.
----_._-~-------
TOTAL DUE
. If PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
.00
173.833.77
,00
173.B33.77
-
173,833.77
.00
.00
------
.00
( IF TOTAL DUE IS LESS THAN .1. NO PAVNENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" (CRI. VOlI NAV .E DUE
A REFUND. SEE REVERSE SIDE OF THIS fORK fOR INSTRUCTIONS.)
I iu<
FI
'9B 1\1 IIi 2H :') :()(!
CI<.li
Gunll,
q \
RESERYATION, E.tat.. of daaedonts dvlng on or before Oeo..ber 12, 1962 ~~ If anv future Jnt.r..t In the Istat. II tranlf.rrad
In po...."'lor'l or ."joy..nt to Cl,.. ft (collaternl) beneflclade. of the deoedent ,ft.r the IMPll'lUon of .ny ut,t" for
lIf. or for y..t., the Co..onWlalth hereby 8MPr..llv 1''''1'''.' the dght to IPprah, and U'UII tran.f.r Inhedtance hie"
at the hMlu! Clan 8 (oolht,ral) rat. on flny such fuhu'8 1nt.r..t.
PURPOSE Of
NOTlCfl
To fulfill the requireMents of Sflctlon 2140 of the Inheritance and [stith Tal( Act, Aot 21 of lc)9!L (72 P,S.
Seotlon '1140 I.
PAYMENTl
Detaoh the top porHon of thls Notion and subalt with your pay..ent to the R&~ht.r of Nllh prlnt,d on tl1M r.va,'.. dde.
-~Hak. oheck or .on..,. urd8f payable to: REGISTER OF MILLS, AGENT
REFUND (CRI I
A refund of a taK <lredlt, which Has not taquOlted on the Tal< Return. II"Y be requested by cOIIPhUng an "ApplicaUon
for Refund of Pllnn.ylVRnla Inherit-noe and Estahl Tal<" (RE\f-UIlI. Appl1cftUons ate avaibbl.. at the Office
of the Reghter of Wills, any of the 2l Revenue Distriot Offlces, or by calling the spllfllal 24-hour
ans"lIrlng ..rvicR nUlllbllrs for forlls ordarlnUI In Pennsylvania 1~800-:~62:.l0S0. ouhlde Penn'Ylvania and
~lthin local Harr hburg area (717) 78'~8094, lDD. (717) In.~22S2 (Hearinil IlIpalred OnlY I.
OaJECTIONSI Any party in Int.re.t not latl.fled with the BPpralbOllent, allowance or dlsallowanoa of deduction., or ........nt
of tel( <lnoludlng dlsoount or Interastl al .hown on this Notice 8USt objeot within sj)<ty (bO) days of reclllpt of
thls Notioe bYI
~~wrltt.n protest to the PA Depart..nt of RevlllmKl, Board of Appeah, Dept.?81021, Harrisburg, PI. l71l8-1021, OR
~.electlon to have the .atter deter.lnllJd at audit of the 8000unt of the per,onal repru.entellve, OR
-~appoel to the Orph8n.' Court.
ADMIN
ISTRATlVE
CORRECTlQHS:
Factu,,1 .rrors ducovered on this au.ss.llnt should ba addr.u.d In writing to: I'A O.part..nt of Mevenue;
aUreell of Individual TRKeH, "TTHI Post "..euII.nt R.vlew Unit, 09Pt. 280601, Ilarrisburg, PA 171Z&-0601
Phone (717) 787-6505. S.. page !> of th41 booklet tolnstructlons for Inher I hnce Tal': Return for R R.(Ihtent
o.OGdent" (RE\f~IS01) for an .MPlan~tJon of ad.lnlstfatlve1y correctabl. errcrs.
DISCOUNTl
If any taM due h paid ..Jthln three (3) oahndar .onthll after the dUG.dent's death, a Hv. percent (!>iO dls<lount nf
tho taM paid Is allowed.
PENALTYl
The IS;: tal< 8WMlty non-partlGipeUon penalty Is oOllJlutad on thft tot.t of the taK and Intorest .......d. .nd not
paid b.for. January 18, 191J6, the firllt ftav lifter tho .nd of the tal< Hn81ty per lad. Thlli non~Jl"rtloJpaUon
penalty h .pp..lable In the .... ..nn.r end in the the IfllII. tI.e per Iud as you would ap..ea1 the tal< and Inter..t
thet h.. be.n .u.sI'I8d B5 Indicated Ofl thls "oUae.
INTEREST I
Int.re.t I. ChClrged begtnnlng with first day of dellnquenoy. or nine 191 1I0nths and on. (1) day frolll the d.te of
dnth, to the date of paYII.nt. TIIMU which beo... d.Unqu.nt b.fore January I, 1981 bear Jnterll.t at the rat. of
Ib (6;:) perunt per annuli oalculated at a dRily rate of .00016<1. All tal<.5 whlnh buon" delinquent on and aft.r
Januery 1, 1982 will b.er Inter..t at a ratn wlllch will vary froll oallmdftr yoar to oalendar y.ar with that r.te
ennounced by the PA Uepart.ent of M.v.nue. The a;)pllcable Interest tttte5 for 1982 through 1998 ar.l
'!!!r Inhre.t Rat. Dally Int.r.st Faotor y.!!!! lnter.st Ratu Dally lnterut Factor
1982 20r. ,OOOfi48 1"'87 9% .000241
198:\ 161. .000438 1988-1991 11% ,000301
1984 11% .000301 1991 9;: .000247
1985 13% .000356 1993~1994 1'1. .000192
1986 10% .000274 199!J.ll}98 9% .000241
MMlntere.t is c.loul.ted .. follo",sl
INTEREST' BALANCE OF TAX UNPAID X NUNBER OF DAYS DE~INQUENT K DAI~Y lNTEREST FACTOR
-~"ny MoUa. lu...d .fter the hI< beeD'" d.l.Inquant w111 reflect RO int.rest calculation to flft..n (lSI d.v'
beyond the det. of tho ........nt. If pay""t 11 .ode aft.r the Interust oo~utaUon dftt41 shown on the
Hotlo., additional Inter.st .u.t be a.loul.ted.